EWF
MDLZ icon

Epstein & White Financial’s Mondelez International MDLZ Stock Holding History

Epstein & White Financial’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$227K Hold
3,631
– – 0.06% 82
2021
Q1 		$212K Hold
3,631
– – 0.06% 81
2020
Q4 		$212K Buy
+3,631
New +$208K 0.07% 78

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Epstein & White Financial's MDLZ Position: Q2 2021 in Review

Epstein & White Financial held its Mondelez International (MDLZ) position steady in Q2 2021 at 3,631 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #82.

Epstein & White Financial first reported a position in MDLZ in Q4 2020 and has held it in 3 quarters since. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

  • Epstein & White Financial held 3,631 shares of Mondelez International worth $227K as of Q2 2021.
  • Epstein & White Financial left its Mondelez International share count unchanged in Q2 2021.
  • Mondelez International made up 0.06% of Epstein & White Financial's portfolio in Q2 2021, its #82 holding.
  • Epstein & White Financial first reported a position in Mondelez International in Q4 2020 and has held it in 3 quarters since.
  • 1,670 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.